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Client Portal Help

Our Client Portal provides a gateway to electronically share and access documents. Stay safe and organized with the Client Portal.

Go to Client Portal

The Client Portal provides an electronic delivery system of documents via a fully encrypted cloud-based program. Clients are able to submit documents which are then moved out of the portal into our internal system. Access can be delegated to bookkeepers and staff and can be updated accordingly by notifying us. Documents submitted through the portal are held within the portal for no more than 120 days.

The Client Portal is a valuable tool that offers a flexible and efficient alternative to mail or in-person delivery.

Login here, or to find more information please review FAQs, our video demonstrations, the Microsoft Teams user guide, or contact us.


How to Video

SB Partners Portal: First Logon

Not sure how to log into the SB Partners portal? This video walks you through all of the steps so you can easily login and start getting familiar with how our portal works.

How to Video

SB Partners Portal: How To Use

Finding the SB Partners portal a bit tricky? Watch this video to get a better understanding of how the portal works. We’ll walk you through everything you need to do to share and receive files with us.

Web Portal FAQs

A portal is a secure, electronic storage location for file transfer. Clients can upload files to the portal or download from the portal.

Go to and click “Forgot Password?”. Enter the required info and a new, temporary password will be emailed to you.

Uploading is a process of copying files across an encrypted internet session to a secure location. When the upload is complete, an automatic email informs us requesting approval of the upload. Once approved, the file is copied to your client area in our Document Management system.

Best practice would be to put this document in a folder with permission security for users. For example, a folder called Finance might not allow access to general staff, but full access for Finance Department Staff.

No, there is an expiration of 90 days. This automatic setting helps us with space management. If you notice that something is missing from the portal after you upload, it’s likely because it’s been moved to our internal servers and “unpublished” by our staff. If you notice that something is missing that we uploaded for you, it may be a result of the expiration date, however, it can be uploaded again upon request.

If you would like something deleted from the “Items from SB” folder, you can put a check in for the document, then click on the “More” button and select “Request for Deletion”. The deletion will take place within 48 hours.

See the “Portal Quick Start Guide” or the full “User Guide” by clicking the link on this page:

Follow the “How To Use the Portal” video in the section above.

Yes. You will receive an email from

This system works with all web browsers and should even work on your tablet or smartphone.

No. This system also allows for one bookkeeper to access multiple, separate client portals through a single log on. When you log on, your authorized portals appear in a drop-down list on the upper left.

Security of client information is critically important to SB Partners. The CCH Portal is hosted in Canada and uses the same type of encryption as online banking, whereas items sent via email are not encrypted.

SB Partners is fully-compliant with the Canadian Privacy Act called PIPEDA (Personal Information Protection and Electronics Document Act). This means all of our software and hosted services meet the standards outlined in the Act.

Yes, this is a cloud-based portal, meaning that the information is residing “out there somewhere”. Not all “Cloud” applications are equal, which is why we chose to use CCH\Wolters Kluwer as our host.
CCH\Wolters Kluwer is a premier tax and accounting software provider across Canada and around the world. They understand our industry’s need for security and privacy of documents. They also understand that we wish our portal content to be stored only on Canadian-based servers.

Yes, just let us know their names and email addresses. With this request, we ask that you consider security concerns on your side. If any of these staff members leave your company, you must remember to inform us to delete their access.

You can email You also received a User Guide in your initial setup emails for reference or can access it on this web page:

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